Aspire Wealth Advisors

Aspire Wealth Advisors Cultivating relationships with those we influence by helping them create the life they ASPIRE to live Most planners start with the numbers. We don’t.

Aspire Wealth Advisors is a team of individuals who seek to impart meaningful change in their communities, their families, our firm and with our clients. Our clients rely on us not just because of what we do, but because of who we are. We are intentional leaders and matter to the people we serve. Jimmy Siegel and David Higgins, founding partners of Aspire Wealth Advisors, have been with Northweste

rn Mutual since 2007 & 2010. Jimmy & David formed Aspire Wealth Advisors in 2019 with the purpose of building a firm that delivers a “boutique” financial planning experience alongside the financial strength of a Fortune 100 financial institution. Aspire Wealth Advisors provides all financial planning and asset management services turn-key and in-house, because we know that our clients value simplicity in their lives without sacrificing results. Our focus is to ensure you’re successful by making wise decisions with your wealth – and that means how you use and protect your assets. As a result, our work is highly personalized, and we consult with a limited number of individuals and families so that we can tailor our recommendations to your specific needs and priorities. We’re focused on results, rather than ideas, investment models, etc. We emphasize progress toward achieving clear Goals that lead to a meaningful Vision. We begin with Discovering WHAT matters to you and WHY it’s important, and finish with a plan that respects and reflects that. Aspire Wealth Advisors Team:
Jimmy Siegel – Partner, Wealth Management Advisor
David Higgins – Partner, Wealth Management Advisor
Emily Halal – Financial Advisor
Allison Smith - Director of Operations
Zach Alaoui – Director of Financial Planning
Trent Boyance – Associate Wealth Management Advisor
Monica Lopez – Director of Client Services
Brooke Gibson – Director of Client Relations and Marketing
Danna Ghannam - Associate Financial Representative
John Dickey - Investment Operations Coordinator

We're proud to share that our team has achieved Forum, an exclusive recognition reserved for the top 5% of wealth manage...
06/25/2026

We're proud to share that our team has achieved Forum, an exclusive recognition reserved for the top 5% of wealth management firms at Northwestern Mutual nationwide.

Forum isn't just an award. It's a reflection of the relationships we've built, the plans we've crafted, and the trust you've placed in us to help you pursue what matters most. This recognition means you're working with a team held to the highest standards of financial planning and client service in the country.

To our clients: thank you. This is as much yours as it is ours.

06/10/2026

Maximizing life experiences isn’t about spending freely; it’s about spending with intention.

Before you enjoy the rewards of what you’ve built, the foundation matters. We start by pressure-testing the plan, mitigating worst-case scenarios, and establishing a clear benchmark with as much certainty as possible.

From there, you can move forward with confidence, using your wealth to support the moments, experiences, and priorities that matter most.

06/03/2026

Every financial plan needs a strong foundation, and that starts with all three legs of the stool working together.

One of the most important pieces is benchmarking your financial success. That means getting clear on what your future lifestyle looks like, what your income needs will be, and how your goals translate into real numbers.

From there, it comes down to how you save. By contributing across tax-deductible, tax-deferred, and non-qualified accounts, you create flexibility.

When all three are working together, you’re not just saving for the future, you’re building the ability to control your tax bracket and make smarter decisions every year in retirement.

National Burger Day done right 🍔The Aspire Wealth Advisors team stepped away from the office and headed to Hopdoddy for ...
05/29/2026

National Burger Day done right 🍔

The Aspire Wealth Advisors team stepped away from the office and headed to Hopdoddy for good food, great conversations, and time together outside the day-to-day. Sometimes the best ideas happen around a table, not a conference room.

Pro tip: Don’t skip the parmesan truffle fries. Trust us.

05/27/2026

Every strong financial plan starts in the same place: risk mitigation.

Before growth, before strategy, before anything else, the focus is on protecting what matters. That means planning for a range of scenarios and putting safeguards in place for the worst-case outcomes.

Insurance is often the first thing people think of, and it’s an important piece. But it doesn’t stop there. An adequate emergency fund and a well-structured estate plan are just as critical to creating real stability.

When step one is done right, everything that follows is built on a foundation you can rely on.

05/20/2026

We take a comprehensive approach to financial planning built on three key pillars: risk mitigation, establishing a benchmark, and ultimately, maximizing your life experiences.

Each step builds on the one before it. First, protect the foundation. Then define what success looks like. Only then can you confidently use your wealth to support the life you aspire to live.

Where people often go wrong is skipping steps or doing them out of order. Without the right foundation in place, everything else becomes harder to sustain.

05/13/2026

Worried about market volatility in retirement?

It’s not about avoiding it, it’s about structuring around it. Here are three core philosophies we use to help clients navigate uncertainty with more confidence.

04/30/2026

Roth can be a powerful piece of your long-term tax strategy, even if you think you earn too much to qualify.

The key is understanding how it fits into your overall plan. That’s where the right guidance matters.

Still reminiscing on this one.From the competition to the conversations (and even a little rain), this year’s Co****le T...
04/29/2026

Still reminiscing on this one.

From the competition to the conversations (and even a little rain), this year’s Co****le Tournament was one we won’t forget. The energy, the turnout, and the way everything came together made it truly special.

Grateful for everyone who showed up, supported, and made it what it was. Already looking forward to next year.

04/22/2026

If your advisor isn’t reviewing your tax return, they’re missing part of the story.

Your tax return reveals how your strategy is actually playing out, and where opportunities may be hiding in plain sight.

Address

1250 Wood Branch Park Drive Suite 600
Houston, TX
77079

Telephone

+12817604800

Website

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